SF New Deal

EIN: 850498939 501(c)(3) Human Services

San Francisco, CA

Total Revenue
$10,162,219
Total Expenses
$9,232,472
Total Assets
$7,670,092
Net Assets
$7,438,635
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2020
Legal Domicile
CA
Phone
4154801185
Tax Period
2024-01-01 to 2024-12-31

SF New Deal, founded in 2020, is a mid-sized nonprofit in the Human Services sector that reported $10.2M in total revenue in fiscal year 2024. Expenses of $9.2M left a modest 9% surplus.

Mission

SF New Deal (the Organization) is a California nonprofit organization operating in the city and county of San Francisco. The mission of the organization is to strengthen neighborhoods by making it easier for under-resourced small business owners to succeed.

Program Service Accomplishments

Program 1
Expenses: $8,108,069

SF New Deal (the Organization) is a California non-profit corporation tax-exempt under section 501(c)(3) of the Internal Revenue Code. The Organization was founded in March 2020 and is based in and...

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SF New Deal (the Organization) is a California non-profit corporation tax-exempt under section 501(c)(3) of the Internal Revenue Code. The Organization was founded in March 2020 and is based in and operates throughout San Francisco, strengthening neighborhoods by making it easier for under-resourced small business owners to succeed. SF New Deal creates responsive programs providing funding and hands-on support to meet both the urgent and long-term needs of San Franciscos small businesses, always shaped by the culture and character of each unique neighborhood. Programs and services are free to access and accessible in person, over the phone, or by email in many languages. They advance two impact priorities: Supporting Small Business Success and Increasing Neighborhood Vibrancy.SF New Deal advances two impact priorities supporting small business success and increasing neighborhood vibrancy by focusing on the following activities:Downtown Revitalization: Creating a holistic and sustainable model for Downtown revitalization making it a vibrant and thriving community once again.Cityside Critical Response: Staying proactive and ready to respond when urgent needs arise for small businesses in any neighborhood. And because we work closely with diverse communities, our support is culturally informed, always mindful, and respectful of each communitys needs.Innovation and Advocacy: Piloting innovative solutions that respond to the unique needs of different neighborhoods and advocating for smart, effective policy reforms.The success and impact of SF New Deals work relies on trusted relationships with small businesses, the city, major corporations, and communities who share a vision for a vibrant San Francisco with diverse and thriving small businesses.Over the life of SF New Deal, it has disbursed over $50.3 million to 1,686 local businesses citywide in all eleven districts of San Francisco.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,952,253
Program Service Revenue $-5,409
Investment Income $208,014
Other Revenue $7,361
TOTAL REVENUE $10,162,219

Expense Breakdown

Grants Paid $5,467,214
Salaries & Benefits $2,907,009
Fundraising Expenses $358,186
Program Expenses $8,108,069
Other Expenses $858,249
TOTAL EXPENSES $9,232,472

Year-over-Year Comparison

2024 2023 Change
Revenue $10,162,219 $9,662,132 +0.1%
Expenses $9,232,472 $10,137,818 -0.1%
Net Income $929,747 $-475,686 -3.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
29
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$202,281
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Simon Bertrang Executive Dir. 40.00
Officer
$178,823 $23,458 $202,281
Jenais Zarlin Chief Impact Off. 40.00
$171,556 $14,995 $186,551
Jacob Bindman Chief Program Off. 40.00
$168,122 $12,987 $181,109
Lenore Estrada President 2.00
Officer Director
$0 $0 $0
Jonathan Bass Treasurer 0.50
Officer Director
$0 $0 $0
Paul Burns Secretary 0.50
Officer Director
$0 $0 $0
Maggie Chao Director 0.50
Director
$0 $0 $0
Katherine Lee Director 0.50
Director
$0 $0 $0
Jenny Wong Director 0.50
Director
$0 $0 $0
Sujata Srivastava Director 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $10,162,219 $9,232,472 $7,670,092 $929,747
2023 $9,662,132 $10,137,818 $6,748,731 $-475,686
2023 $9,662,132 $10,137,818 $6,748,731 $-475,686
2022 $1,202,730 $1,892,299 $7,285,835 $-689,569
2021 $5,571,546 $3,096,403 $7,967,759 $2,475,143
2020 $6,406,618 $1,207,418 $7,069,284 $5,199,200
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